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How we can help you

We're here to help you with your wills and estate planning

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Wills

In the UK, over 50% of adults do not have a Will with varying reasons ranging from a perception of being too young and therefore unnecessary to concerns about the expense not justifying the value of their assets.

RTB Wills & Estate Planning Solutions firmly believe that every adult in the UK should have a Will and are on mission to educate people on the importance of having one. There are different types of Will and your personal circumstances will dictate the type of Will that may be suitable for you. We will take the time to understand you, your situation and your wishes before recommending the best course of action.

Wills services are provided in conjunction with our proud association with Prestige Legal Services.

Trusts

Trusts offer an excellent way of protecting against risks and uncertainties faced by someone who wants to protect assets after they have died.  Some common scenarios where creating a Trust on death may be helpful:

  • Protecting your share of your home to ensure to make sure it passes to your children whilst your surviving spouse continues to live there until they die
  • Protecting children from a previous relationship from not being provided for should you die before a new spouse or partner
  • Protecting young adults or vulnerable beneficiaries from receiving large sums of money that they may not be able to manage sensibly

Trusts can also be created during your lifetime but careful consideration must be taken to understand whether this would be sensible or not. RTB Wills & Estate Planning Solutions will take then the time to understand you, your situation and your wishes before recommending the best course of action.

Trust services are provided in conjunction with our proud association with Prestige Legal Services.

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Lasting Powers Of Attorney

Accidents or illnesses can impact anyone at any age and often without warning.  For this reason, a Lasting Power of Attorney is an essential legal document for anyone to put in place and you should not wait to do it.

In addition, you can only put Lasting Powers of Attorney in place whilst you have capacity to understand that nature and the impact of the documents.  If you wait until it is needed, you will find that it is too late to put the powers in place.

So what are you waiting for? RTB Wills & Estate Planning Solutions will help you put in place your Health & Care, Property & Finance and Business Lasting Powers Attorney proving expert guidance along the way.

Powers of Attorney services are provided in conjunction with our proud association with Prestige Legal Services.

Who can we help?

RTB Wills & Estate Planning Solutions helps individuals by offering tailored services for individuals at various life stages.  For example,

  • Those in later life looking to ensure that their affairs are in order leaving clear instructions on how they would like to leave their legacy
  • Those with young families looking to confirm guardianship arrangements and financial protection for their dependents should the worst happen
  • Those with who own businesses or significant assets who are looking to ensure smooth succession planning and protection of assets.
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Our Process

Our process is easy, fast and effective. Our flexible approach means that we can visit you in your own home or schedule a meeting online. After listening to your requirements and building an understanding of your circumstances, your instructions will be recorded. Your order will then be processed and your documents will be created in draft for your review. Once you are happy with the draft documents, the final versions will be created for formal signing and registration where required.

How much does it cost?

A no-obligation initial chat is offered, allowing clients to discuss their needs and receive guidance without any commitment or fees.

A basic Will starts at £165 for a single Will or £235 for joint mirror Wills, though a basic Will may not always meet your needs. Our competitive prices offer value for money and peace of mind. We also offer cost-effective Will and Lasting Power of Attorney packages. All costs will be agreed before instructions are processed.

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Other Services:

Personal Protection

RTB Wills & Estate Planning Solutions firmly believes that YOU are your main asset and effective Will writing should sit along side other ways to protect yourself against your death or incapacity.

In our proud association with Advice Plain & Simple, Richard, founder of RTB Wills & Estate Planning Solutions is also able to provide the following:

  • Life Insurance Cover
  • Critical Illness Cover
  • Accident and Injury Cover
  • Income Protection Cover
  • Family Income Benefit

In addition, our association with Advice Plain & Simple gives us access to specialist advice in other areas such Pensions & Investments, Mortgages & Equity Release that you might want to review as part of your estate planning.

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